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    Controller - Kansas City, United States - Penn Foster Inc

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    Description

    Title:
    Business Advisory – Controller


    Location:
    Any Location/Hybrid/Remote


    Job Description:

    JOB SUMMARY

    Creative Planning (formerly BerganKDV) is a top tier wealth management firm that provides investment management services and full comprehensive financial planning in-house.

    Creative addresses all aspects of financial planning from estate planning, tax strategy and risk management to retirement, education , charitable planning, and business advisory – using all in-house specialists.

    As the Controller on the Business Accounting Services team, you will work directly with clients to help manage their accounting and finance department, prepare financial reporting, and perform financial analysis.

    This position requires monitoring of details to effectively manage financial information and solve accounting issues for our clients.


    JOB DUTIES
    Appropriate utilization and efficiency of software applications
    Development of budgets, forecasts, and KPIs
    Commission Calculations
    Prepare adjusting journal entries
    Assist in month end closing and reconciliations
    Review and analyze financial statements
    Maintain Fixed Assets schedule
    Process improvement through automation, and industry-specific best practices
    Prepare reports for year-end audits
    Ability to adapt to client needs by providing immediate short-term solutions while working toward implementation of long-term goals.
    Set and meet defined deadlines on projects with clients.

    REQUIRED EXPERIENCE / QUALIFICATIONS
    5+ years accounting experience.?
    Familiarity with accounting systems; background with Great Plains preferred.
    Proficient in Excel
    Ability to work with multiple clients

    PREFERRED EXPERIENCE / QUALIFICATIONS
    1-2 years Accounting or Financial Analysis or other Financial Services experience

    TECHNICAL SKILLS
    MS Office /Windows experience particularly financial modelling and data management in Excel
    Strong analytical and problem-solving abilities
    An understanding of financial statements
    Excellent written and verbal communication skills
    Ability to communicate effectively with clients via email and phone


    EXPLORE THE WORKPLACE OF THE FUTURE

    Creative Planning (formerly BerganKDV) is a leading professional services firm with a contagious culture; where growth is fostered and making a difference means something.

    Our values drive our decisions, and our passion is empowering people and creating wow experiences for our clients.


    Creative Planning (formerly BerganKDV) Differentiators:
    Growth Potential
    Close-Knit Collaborative Team
    Mentor Program
    Employee Referral Rewards
    Comprehensive Benefits Package
    Customized Career Path
    Open Door Leadership Style


    BENEFITS THAT GO BEYOND


    We are proud to offer a competitive and comprehensive benefits package, with options designed to help you make the best decisions for yourself, your family, and your career.

    Our competitive compensation package is catered to reward you for your performance and recognize you for the value you bring to our business.

    In addition, our total package includes medical and dental coverage, matching 401(k) plans, PTO, observed holidays and a range of programs and benefits designed to support your physical, financial, and social well-being.


    Creative Planning (formerly BerganKDV)is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.


    We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

    Please contact us to request accommodation.


    Title:
    Business Advisory – Controller


    Location:
    Any Location/Hybrid/Remote


    Job Description:

    JOB SUMMARY

    Creative Planning (formerly BerganKDV) is a top tier wealth management firm that provides investment management services and full comprehensive financial planning in-house.

    Creative addresses all aspects of financial planning from estate planning, tax strategy and risk management to retirement, education , charitable planning, and business advisory – using all in-house specialists.

    As the Controller, you will work directly with clients to help manage their accounting and finance department, prepare financial reporting, and perform financial analysis.

    This position requires monitoring of details to effectively manage financial information and solve accounting issues for our clients.


    JOB DUTIES
    Appropriate utilization and efficiency of software applications
    Development of budgets, forecasts, and KPIs
    Commission Calculations
    Prepare adjusting journal entries
    Assist in month end closing and reconciliations
    Review and analyze financial statements
    Maintain Fixed Assets schedule
    Process improvement through automation, and industry-specific best practices
    Prepare reports for year-end audits
    Ability to adapt to client needs by providing immediate short-term solutions while working toward implementation of long-term goals.
    Set and meet defined deadlines on projects with clients.

    REQUIRED EXPERIENCE / QUALIFICATIONS
    5+ years accounting experience.?
    Familiarity with accounting systems; background with Great Plains preferred.
    Proficient in Excel
    Ability to work with multiple clients

    PREFERRED EXPERIENCE / QUALIFICATIONS
    1-2 years Accounting or Financial Analysis or other Financial Services experience

    TECHNICAL SKILLS
    MS Office /Windows experience particularly financial modelling and data management in Excel
    Strong analytical and problem-solving abilities
    An understanding of financial statements
    Excellent written and verbal communication skills
    Ability to communicate effectively with clients via email and phone


    EXPLORE THE WORKPLACE OF THE FUTURE

    Creative Planning (formerly BerganKDV) is a leading professional services firm with a contagious culture; where growth is fostered and making a difference means something.

    Our values drive our decisions, and our passion is empowering people and creating wow experiences for our clients.


    Creative Planning (formerly BerganKDV) Differentiators:
    Growth Potential
    Close-Knit Collaborative Team
    Mentor Program
    Employee Referral Rewards
    Comprehensive Benefits Package
    Customized Career Path
    Open Door Leadership Style


    BENEFITS THAT GO BEYOND


    We are proud to offer a competitive and comprehensive benefits package, with options designed to help you make the best decisions for yourself, your family, and your career.

    Our competitive compensation package is catered to reward you for your performance and recognize you for the value you bring to our business.

    In addition, our total package includes medical and dental coverage, matching 401(k) plans, PTO, observed holidays and a range of programs and benefits designed to support your physical, financial, and social well-being.


    Creative Planning (formerly BerganKDV)is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.


    We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

    Please contact us to request accommodation.

    #J-18808-Ljbffr

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